Xml Financial, LLC Vaneck Morningstar Wide Moat E Transaction History

Xml Financial, LLC

$1.08 Billion
Q4 2024

A detailed history of Xml Financial, LLC transactions in Vaneck Morningstar Wide Moat E stock. As of the latest transaction made, Xml Financial, LLC holds 36,170 shares of MOAT stock, worth $3.1 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

36,170

Previous 30,522 18.5%

Holding current value

$3.1 Million

Previous $2.62 Million 18.47%

% of portfolio

0.29%

Previous 0.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	N/A	5,648 Added 18.5%	36,170 $3.1 Million
Q3 2024 Nov 01, 2024	BUY	$85.84 - $85.84 $583,883 - $583,883	6,802 Added 28.68%	30,522 $2.62 Million
Q2 2024 Jul 22, 2024	BUY	$83.97 - $89.72 $1.31 Million - $1.4 Million	15,610 Added 192.48%	23,720 $2.05 Million
Q1 2024 May 15, 2024	BUY	$82.58 - $89.9 $407,945 - $444,106	4,940 Added 155.84%	8,110 $729,000
Q4 2023 Feb 14, 2024	BUY	$70.71 - $85.3 $224,150 - $270,401	3,170 New	3,170 $269,000

Others Institutions Holding MOAT

# of Institutions

744

Shares Held

104M

Call Options Held

27.5K

Put Options Held

7.2K

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About VANECK MORNINGSTAR WIDE MOAT E

Ticker MOAT
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Xml Financial, LLC Vaneck Morningstar Wide Moat E Transaction History